CGM Medisoft vs. Tebra Practice Marketing

Medisoft is very helpful when it comes to creating patients and setting them up in chart form. However, we have come across an issue where we have several duplicate charts for the same patient. I wish there was a way that Medisoft could warn the user if a patient has already been created. Also, similarly, I have several insurance companies that are duplicates. To the tune of 1500. It's a very difficult process to weed through them and select the appropriate insurance.

Incentivized

The features Kareo marketing offers are great, however, they need to be worked on to make sure they are functioning correctly. It should not take over 3 months of working on the issue to still not have an answer or solution.

Incentivized

• Billing is outstanding.
• Running patient reports is quick and easy.
• Linking to office hours never has issues.

Incentivized

• Patient communications: being able to send patients text messages has been a great benefit.
• Kareo sends out appointment reminders for us which saves our employees time.

Incentivized

• I would like to see an option that allows the user to mark a claim as "crossed over to secondary" when posting primary payments. Ideally there would be a button or box to tick, which would then mark the claim as crossed over and also mark the secondary claim as sent. This process must currently be done manually and can be quite tedious and time consuming. If we do not go through and mark these crossed over claims as sent before sending a batch of secondary claims, we typically end up with quite a few "duplicate claim" rejections.
• I would like to be able to tie one guarantor account to multiple patient accounts and have a listing of those patient accounts pop up (or otherwise be visible) whenever the guarantor account is accessed. This can be a frustrating issue when you have 2 or more children from the same family as patients and need to be able to assign the same guarantor for each. While it is currently possible to assign the same guarantor to more than one account, the system fails to pull information from each account when printing statements, resulting in incorrect balances being reported on guarantor driven statements.
• I would like to have a print option available for more areas within Medisoft. For instance, I would love to be able to print the list of "ready to bill" claims directly from the Claim Management screen. It would also be quite useful to be able to print the transaction notes associated with individual claims.

• There are currently some issues with the survey feature that we have not been able to open, view, or publish the survey. This has been going on for 3 months and there has been no resolution.
• It would be nice to be able to filter who is receiving a survey so patients do not get them every time they have a visit.

Incentivized

Other than speaking with someone about the issues we have had, I don't believe that anyone is actually working on a fix for our problem. If I can not open, view, and publish surveys when we receive them then part of the software is not working. They don't mind charging me every month for a service that is not functioning correctly.

Incentivized

I prefer Medisoft due to ease of use, functionality and custom report features. In my experience with other software programs I found them to be either less user friendly or lacking in key features that we require for our particular practice.

We were very satisfied with Demand Force but switched to Kareo because of the price. and it put all of our platforms with one company. I would say Demand Force was a better product, however, for the price, Kareo is a great option if the engineers could work the bugs out.

Incentivized

• Medisoft is a good product, but I feel the cost of assurance is too high.
• With all the different components each being billed separately adds up quickly.
• Keeping patient charts/bills up to date is pretty easy.

Incentivized

• We have not been using it long enough to know an answer to this.

Incentivized